SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)173,138,825,049.0
- RAUM (discretionary)144,564,305,106.0
- Actionable assets173,138,825,049.0
- Accounts (total)301.0
Institutional Clients
- Government AUM—
- Pension AUM696,483,802.0
- Charitable AUM—
- HNW AUM—